See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $532,464-100.0% | $589,148-100.0% | $532,464-100.0% |
| Participation rate | 0.0% | 89.6%-89.6pp | 78.9%-78.9pp | 89.6%-89.6pp |
| Annual return | 16.69% | 10.38%+6.3pp | 4.37%+12.3pp | 10.38%+6.3pp |
| Employer contribution / active EE | $1,771 | $19,351-90.8% | $34,823-94.9% | $19,351-90.8% |
| Participant deferral / active EE | $12,507 | $11,136+12.3% | $7,344+70.3% | $11,136+12.3% |
| Admin fee / account holder | $0 | $14,894-100.0% | $16,101-100.0% | $14,894-100.0% |